DDD Partners, LLC
BELLEVUE WA · SEC CIK 0001729673
$14.51亿2026Q1 申报市值
135持仓数
49.0%前十大占比 · 第一大 29.4%
24 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WSO 新建仓+$1,836.99万
AMRZ 新建仓+$1,819.55万
TEL 新建仓+$1,555.61万
ON 新建仓+$1,486.05万
DIS 新建仓+$1,297.66万
2026Q1 卖出最多 按季末市值估算
BN 清仓-$1,881.53万
PANW 清仓-$1,718.26万
VZ 清仓-$1,703.42万
TMO 清仓-$1,398.56万
CDNS 清仓-$1,311.84万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $45.16万 | 0.03% | 17,615 | -154 | -0.9% | -$3,949 | 减仓 |
| ARKG | ARK ETF TR | $44.58万 | 0.03% | 16,872 | -1,261 | -7.0% | -$3.33万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $44.33万 | 0.03% | 1,015 | 14 | 1.4% | $6,115 | 加仓 |
| AGNC | AGNC INVT CORP | $43.42万 | 0.03% | 43,294 | 43,294 | — | $43.42万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $41.29万 | 0.03% | 2,816 | -300 | -9.6% | -$4.40万 | 减仓 |
| NTRA | NATERA INC | $37.08万 | 0.03% | 1,854 | 106 | 6.1% | $2.12万 | 加仓 |
| LOW | LOWES COS INC | $36.91万 | 0.03% | 1,562 | -1 | -0.1% | -$236 | 减仓 |
| CPRT | COPART INC | $35.94万 | 0.02% | 10,826 | 83 | 0.8% | $2,756 | 加仓 |
| IWY | ISHARES TR | $35.09万 | 0.02% | 1,410 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $34.40万 | 0.02% | 4,783 | -153,701 | -97.0% | -$1,105.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $34.39万 | 0.02% | 576 | 7 | 1.2% | $4,180 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $32.52万 | 0.02% | 4,692 | 4,692 | — | $32.52万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $30.78万 | 0.02% | 533 | -593 | -52.7% | -$34.24万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.99万 | 0.02% | 6,285 | -114 | -1.8% | -$5,440 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $29.41万 | 0.02% | 889 | 889 | — | $29.41万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.89万 | 0.02% | 740 | -497 | -40.2% | -$19.40万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $28.74万 | 0.02% | 5,712 | -2,373 | -29.4% | -$11.94万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.14万 | 0.02% | 803 | 48 | 6.4% | $1.62万 | 加仓 |
| NN | NEXTNAV INC | $27.03万 | 0.02% | 16,870 | 965 | 6.1% | $1.55万 | 加仓 |
| CIEN | CIENA CORP | $26.17万 | 0.02% | 674 | 674 | — | $26.17万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $25.71万 | 0.02% | 3,103 | 3,103 | — | $25.71万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $24.87万 | 0.02% | 1,259 | 353 | 39.0% | $6.97万 | 加仓 |
| ENB | ENBRIDGE INC | $24.61万 | 0.02% | 4,546 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $24.01万 | 0.02% | 4,975 | 285 | 6.1% | $1.38万 | 加仓 |
| RMD | RESMED INC | $23.82万 | 0.02% | 1,061 | -4 | -0.4% | -$898 | 减仓 |
| WMT | WALMART INC | $23.52万 | 0.02% | 1,892 | 1,892 | — | $23.52万 | 新建仓 |
| OEF | ISHARES TR | $22.71万 | 0.02% | 714 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $22.12万 | 0.02% | 2,301 | 2,133 | 1,269.6% | $20.51万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $21.74万 | 0.01% | 830 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $21.07万 | 0.01% | 4,826 | 4,826 | — | $21.07万 | 新建仓 |
| NEM | NEWMONT CORP | $20.68万 | 0.01% | 1,910 | 1,910 | — | $20.68万 | 新建仓 |
| — | SUNPOWER INC | $10.93万 | 0.01% | 86,100 | 86,100 | — | $10.93万 | 新建仓 |
| — | DIANA SHIPPING INC | $7.83万 | 0.01% | 31,338 | 0 | 0.0% | — | 不变 |
| — | CLEARSIGN TECHNOLOGIES CORP | $5.23万 | 0.00% | 12,000 | 12,000 | — | $5.23万 | 新建仓 |
| — | CLOUDASTRUCTURE INC | $7,199 | 0.00% | 11,834 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -410,009 | -100.0% | -$1,881.53万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -93,283 | -100.0% | -$1,718.26万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -418,222 | -100.0% | -$1,703.42万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -24,136 | -100.0% | -$1,398.56万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -41,968 | -100.0% | -$1,311.84万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -13,476 | -100.0% | -$471.65万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -9,090 | -100.0% | -$243.88万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -24,011 | -100.0% | -$234.71万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -76,212 | -100.0% | -$175.82万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -7,133 | -100.0% | -$161.31万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,492 | -100.0% | -$33.82万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -2,129 | -100.0% | -$28.95万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -35,218 | -100.0% | -$25.74万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -480 | -100.0% | -$23.07万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -4,189 | -100.0% | -$22.72万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -1,903 | -100.0% | -$21.28万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -23,954 | -100.0% | -$18.01万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -120,000 | -100.0% | -$6.67万 | 清仓 |